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Arete Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Arete Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,450
Closed -$2.57M – 587
2025
Q4 		$2.57M Buy
+26,450
New +$2.38M 0.16% 136
2025
Q3 		– Sell
-11,397
Closed -$1.02M – 794
2025
Q2 		$1.02M Buy
11,397
+22
+0.2% +$1.76K 0.07% 254
2025
Q1 		$863K Buy
+11,375
New +$895K 0.07% 268

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arete Wealth Advisors's NDAQ Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Nasdaq (NDAQ) in Q1 2026, closing a stake of 26,450 shares — an estimated $2.57M sold.

Arete Wealth Advisors first reported a position in NDAQ in Q1 2025 and held it in 3 quarters. The position peaked at $2.57M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Nasdaq position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 26,450 Nasdaq shares in Q1 2026, an estimated $2.57M.
  • Arete Wealth Advisors first reported a position in Nasdaq in Q1 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's Nasdaq position peaked at $2.57M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.